Skip to main content
Livermore
Livermore
ZHEN

Diageo PLC

DEO
Exchange
NYSE
Industry
Beverages
SEC CIK
0000835403

No open-market purchases or sales by Diageo PLC insiders were filed in the last 90 days; 728 institutions reported holding it in 13F filings for Q2 2026, worth $4.54B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.

Other share classesDGEAF

13F holders, Q4 2022

Institutional positions in Diageo PLC as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,019
+73 vs. Q3 2022
Shares held
52.8M
+1.29M (+2.5%) vs. Q3 2022
Total value
$9.32B
+$585.1M (+6.7%) vs. Q3 2022
New holders
131
345 more added
Sold out
58
363 more reduced

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 1,019 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ4 2022: $9.32B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2022.

Institutions holding DEO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
New Hampshire Trust1,523$271.4K0.07%+1,523New
Bleakley Financial Group, LLC1,524$271.6K0.01%+1,524New
Reynders McVeigh Capital Management, LLC1,528$272.0K0.02%00.0%Unchanged
Wade G W & Inc1,525$272.0K0.01%+43+2.9%Added
Tower Research Capital LLC (TRC)1,530$272.0K0.01%+1,530New
Nwam LLC1,527$272.1K0.02%+160+11.7%Added
3Chopt Investment Partners, LLC1,541$274.6K0.15%+1,541New
Centaurus Financial, Inc.1,550$276.0K0.03%+244+18.7%Added
Jeereddi Investments, LP1,551$276.4K1.09%00.0%Unchanged
Wealthsource Partners, LLC1,555$277.1K0.02%−66−4.1%Reduced
Norris Perne & French LLP1,555$277.1K0.03%00.0%Unchanged
Capital Group Private Client Services, Inc.1,556$277.3K0.00%−10−0.6%Reduced
Personal Capital Advisors Corp1,561$278.2K0.00%+108+7.4%Added
Equitable Holdings, Inc.1,564$278.7K0.00%+33+2.2%Added
Creative Financial Designs Inc1,564$278.7K0.04%+1+0.1%Added
Greenfield Savings Bank1,565$278.9K0.18%00.0%Unchanged
Parkside Financial Bank & Trust1,582$281.9K0.08%+613+63.3%Added
Clearstead Advisors, LLC1,585$282.4K0.02%−249−13.6%Reduced
Baldwin Investment Management, LLC1,585$282.4K0.05%00.0%Unchanged
Garrison Asset Management, LLC1,590$283.3K0.18%00.0%Unchanged
Financial & Tax Architects, LLC1,545$287.3K0.10%+1,545New
Allen Investment Management LLC1,615$287.8K0.00%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,619$288.5K0.08%+10+0.6%Added
Earnest Partners LLC1,630$290.4K0.00%−4−0.2%Reduced
Heartwood Wealth Advisors LLC1,633$291.0K0.05%+175+12.0%Added
Legacy Financial Advisors, Inc.1,638$291.9K0.06%+1,638New
WoodTrust Financial Corp1,640$292.0K0.06%00.0%Unchanged
M&R Capital Management Inc1,647$293.5K0.08%+7+0.4%Added
EverSource Wealth Advisors, LLC1,650$293.9K0.04%−477−22.4%Reduced
Canvas Wealth Advisors, LLC1,603$294.0K0.12%−27−1.7%Reduced
Newman Dignan & Sheerar, Inc.1,651$294.2K0.10%00.0%Unchanged
Chicago Partners Investment Group LLC1,704$294.7K0.02%00.0%Unchanged
Northeast Investment Management1,659$296.0K0.02%+56+3.5%Added
Henshaw Capital LLC1,679$299.2K0.02%−4,243−71.6%Reduced
Hazlett, Burt & Watson, Inc.1,675$301.0K0.26%00.0%Unchanged
Avidian Wealth Solutions, LLC1,703$303.5K0.02%+1,703New
Resonant Capital Advisors, LLC1,707$304.2K0.04%+145+9.3%Added
Pinnacle Wealth Planning Services, Inc.1,710$304.7K0.05%−280−14.1%Reduced
Toroso Investments, LLC1,716$306.0K0.01%+87+5.3%Added
Kistler-Tiffany Companies, LLC1,722$306.8K0.06%+275+19.0%Added
First National Bank of Hutchinson1,729$308.1K0.26%00.0%Unchanged
Ropes Wealth Advisors LLC1,729$308.1K0.06%+315+22.3%Added
Norway Savings Bank1,733$308.8K0.16%00.0%Unchanged
Aptus Capital Advisors, LLC1,734$309.0K0.01%+5+0.3%Added
Two Sigma Securities, LLC1,739$309.9K0.04%+1,739New
Paragon Capital Management Ltd1,750$311.8K0.08%00.0%Unchanged
Ameritas Advisory Services, LLC1,759$313.4K0.01%+424+31.8%Added
Aaron Wealth Advisors1,767$314.9K0.05%−522−22.8%Reduced
Carret Asset Management, LLC1,781$317.0K0.04%00.0%Unchanged
Financial Counselors Inc1,781$317.0K0.01%+110+6.6%Added
Keel Point, LLC1,792$319.4K0.05%−141−7.3%Reduced
Total Clarity Wealth Management, Inc.1,795$319.9K0.16%+30+1.7%Added
Mark Stevens1,794$320.0K0.04%+47+2.7%Added
Kingsview Wealth Management, LLC1,820$324.3K0.01%+12+0.7%Added
InTrack Investment Management Inc1,826$325.4K0.33%+1,826New
Insigneo Advisory Services, LLC1,833$327.0K0.12%+1,833New
Ironwood Investment Counsel, LLC1,837$327.3K0.08%−85−4.4%Reduced
Arete Wealth Advisors, LLC1,845$328.7K0.03%−5−0.3%Reduced
180 Wealth Advisors, LLC1,897$330.2K0.08%−58−3.0%Reduced
Atlas Wealth Partners, LLC1,930$334.0K2.07%+1,930New
BSW Wealth Partners1,879$335.0K0.07%+45+2.5%Added
Sunbelt Securities, Inc.1,886$336.1K0.07%−24−1.3%Reduced
Claro Advisors LLC1,887$336.2K0.11%+158+9.1%Added
Lombard Odier Asset Management (USA) Corp1,900$338.6K0.05%00.0%Unchanged
Willner & Heller, LLC1,901$338.7K0.48%+20+1.1%Added
Legacy Bridge, LLC1,902$338.9K0.24%00.0%Unchanged
Personal Cfo Solutions, LLC1,917$341.5K0.07%−165−7.9%Reduced
Sage Rhino Capital LLC1,920$342.1K0.11%−42−2.1%Reduced
Inscription Capital, LLC1,924$342.8K0.12%−10−0.5%Reduced
Summit Trail Advisors, LLC1,927$343.4K0.02%−94−4.7%Reduced
Cozad Asset Management Inc1,939$345.5K0.05%00.0%Unchanged
Aevitas Wealth Management, Inc.1,944$346.4K0.20%+9+0.5%Added
Breakwater Capital Group1,945$346.6K0.18%+1,945New
Concentric Wealth Management, LLC1,950$347.5K0.12%00.0%Unchanged
Lincoln National Corp1,951$347.7K0.01%−561−22.3%Reduced
Wealthcare Advisory Partners LLC1,952$347.9K0.02%+41+2.1%Added
Hilltop Holdings Inc.1,953$348.0K0.05%−8−0.4%Reduced
Robertson Stephens Wealth Management, LLC1,957$348.7K0.03%−75−3.7%Reduced
Jeppson Wealth Management, LLC1,981$353.0K0.15%00.0%Unchanged
EP Wealth Advisors, LLC1,986$353.9K0.01%+1,986New
BancorpSouth Bank1,994$355.4K0.03%−2−0.1%Reduced
Headinvest, LLC1,997$355.8K0.08%00.0%Unchanged
Northwest Quadrant Wealth Management, LLC2,003$356.9K0.11%+19+1.0%Added
LCNB Corp2,006$357.4K0.17%00.0%Unchanged
Mayflower Financial Advisors, LLC2,020$359.9K0.05%−88−4.2%Reduced
Carnegie Capital Asset Management, LLC2,027$361.3K0.02%+103+5.4%Added
Bridgefront Capital, LLC2,041$363.7K0.25%+2,041New
Richwood Investment Advisors, LLC2,044$364.2K0.37%00.0%Unchanged
AFS Financial Group, LLC2,048$364.9K0.26%+2,048New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,049$365.1K0.02%+44+2.2%Added
First City Capital Management, Inc.2,049$365.1K0.22%+77+3.9%Added
SageView Advisory Group, LLC2,053$365.8K0.03%+2,053New
Moneta Group Investment Advisors LLC2,077$367.3K0.01%+34+1.7%Added
Spire Wealth Management2,069$369.0K0.02%+12+0.6%Added
Abbot Financial Management, Inc.2,075$369.7K0.25%−450−17.8%Reduced
Logan Capital Management Inc2,080$370.6K0.02%00.0%Unchanged
FineMark National Bank & Trust2,083$371.2K0.02%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd2,300$371.4K0.03%00.0%Unchanged
Dana Investment Advisors, Inc.2,085$371.5K0.02%00.0%Unchanged
Mirador Capital Partners LP2,088$372.1K0.09%−157−7.0%Reduced